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Advisor at ATWOOD & PALMER, INC.
KANSAS CITY, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ATWOOD & PALMER, INC. | Independent wealth | Dec 20, 2006 | n/a | yes | KANSAS CITY, MO | Current employment |
| LEGACY INVESTMENT PARTNERS, LLC | Independent wealth | Oct 29, 2004 | Jul 1, 2008 | no | LEAWOOD, KS | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Feb 17, 2004 | Oct 14, 2004 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY INVESTMENT PARTNERS, LLC | ATWOOD & PALMER, INC. | Jul 1, 2008 | Dec 20, 2006 | -559 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | LEGACY INVESTMENT PARTNERS, LLC | Oct 14, 2004 | Oct 29, 2004 | 15 | Firm change | Other |